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Exclude the Unreleased Balance from the Available Credit calculation

  • June 11, 2024
  • 3 replies
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Jr Varsity III
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Hi All,

 

Is there a setting that can exclude the Unreleased Balance from the Available Credit calculation?

 

 

Best answer by nhatnghetinh

Hi @driesdeklerk50 

In my opinion, Customization is needed to do this.

 

Best Regards,

NNT

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    3 replies

    nhatnghetinh
    Captain II
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    Hi @driesdeklerk50 

    Please go to “Release AR Documents” screen > See if there are any unreleased documents for this customer? If there are unreleased documents, please check and process these unreleased documents.

     

    Best Regards,

    NNT

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    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      Jr Varsity III
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      Thank you for your reply NNT, but I want to know if there is a setting to exclude the unreleased balances from the available credit calculation. The customer don't want to process the unreleased docs.

       

      Hope it makes sense.

       

      thx

      Dries

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      nhatnghetinh
      Captain II
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      Hi @driesdeklerk50 

      In my opinion, Customization is needed to do this.

       

      Best Regards,

      NNT

      Translate
      I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
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